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Mark Bourgeois

Advisor at Acrylic Financial, Inc.

Updated today

Location

Wichita, KS 67212

Credentials

Series 63, Series 65

Industry experience

24 years

About

Mark Bourgeois is a financial advisor at Acrylic Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AlphaStar Capital Management and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent, offering fixed insurance products and mortgage brokerage services. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a tailored investment approach combining asset allocation, momentum models, and fundamental and technical analysis, serving clients through both discretionary and non-discretionary management.

Client services

Based on Acrylic Financial, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Acrylic Financial, Inc.

Annuities Real estate investing Social Security optimization Tax-loss harvesting

Occupation focus

Based on Acrylic Financial, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees between $50 and $5,000

Percentage

$0 - $249,999: 1.80% $250,000 - $999,999: 1.75% $1,000,000+: 1.65%

Commissions

Certain supervised persons receive commissions on insurance and securities products sold separately from advisory services

Project-based

Financial planning hourly fees between $100 and $300 per hour

Performance-based

Performance allocation fees charged by Acrylic Explorer Fund LP (private fund) as disclosed in fund documents

Other

Minimum fee: $50 first year setup fee per account (one-time) Fee-only: Portfolio management fees, financial planning fixed or hourly fees (no commissions on advisory fees)

Location

900 N Tyler Rd, Suite 7

Wichita, KS 67212

Most active in

Kansas

Work history

Acrylic Financial, Inc.

2020 - Present (6 years)

AlphaStar Capital Management, LLC

2016 - Present (10 years)

Ameritas Life Insurance Corp

2015 - Present (11 years)

Central Financial Services Of Wichita

2011 - Present (15 years)

Ameritas Investment Corp

2010 - Present (16 years)

Avacar Financial

2010 - Present (16 years)

Central Financial Services

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Fred L

Series 63, Series 65

Wichita, KS

Farrecian Investments Inc

Fred Liebau is a financial advisor with Farrecian Investments Inc in Wichita, KS, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior work includes roles at LG Advisory Group, United Planners Financial Services, Cetera Advisors LLC, and operating as a sole proprietor since 1998. Liebau also maintains a licensed insurance practice, working as an insurance agent. Farrecian Investments Inc is a small independent advisory firm specializing in non-discretionary management of variable annuity and variable life subaccounts, financial planning, and referrals to third-party managers. The firm serves individual investors, high-net-worth clients, and business entities, focusing on assembling and monitoring allocations within insurance contracts and providing periodic financial reviews.

Tax strategies for small businesses
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Jonathan H

CFP®, Series 65

Wichita, KS

Wichita Wealth Management, LLC

Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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Sean S

Series 63, Series 65

Wichita, KS

Access Capital, LLC

Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.

Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
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Robert P

Series 65

Lenexa, KS

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Robert Paredes II is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of Paredes Capital LLC, an independent firm he founded in 2026. Prior to that, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has experience in banking and law. Outside of his advisory work, he operates an online thrift sales business. Paredes Capital LLC provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a fundamentally driven, long-term investment strategy using diversified vehicles such as ETFs, individual stocks, bonds, and alternative investments, and includes oversight of unaffiliated Independent Managers in client portfolios.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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